WestHill Financial Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.03M | Sell |
4,996
-334
| -6% | -$60.9K | 0.2% | 31 |
|
|
2025
Q4 | $812K | Buy |
5,330
+12
| +0.2% | +$1.83K | 0.15% | 38 |
|
|
2025
Q3 | $826K | Sell |
5,318
-18
| -0.3% | -$2.79K | 0.16% | 33 |
|
|
2025
Q2 | $764K | Buy |
5,336
+24
| +0.5% | +$3.38K | 0.16% | 33 |
|
|
2025
Q1 | $889K | Sell |
5,312
-223
| -4% | -$34.9K | 0.2% | 32 |
|
|
2024
Q4 | $802K | Sell |
5,535
-286
| -5% | -$43.8K | 0.18% | 32 |
|
|
2024
Q3 | $857K | Sell |
5,821
-43
| -0.7% | -$6.4K | 0.19% | 32 |
|
|
2024
Q2 | $917K | Sell |
5,864
-27
| -0.5% | -$4.3K | 0.22% | 28 |
|
|
2024
Q1 | $929K | Buy |
5,891
+31
| +0.5% | +$4.68K | 0.23% | 27 |
|
|
2023
Q4 | $874K | Sell |
5,860
-744
| -11% | -$113K | 0.23% | 27 |
|
|
2023
Q3 | $1.11M | Buy |
6,604
+419
| +7% | +$67.7K | 0.32% | 23 |
|
|
2023
Q2 | $973K | Buy |
6,185
+13
| +0.2% | +$2.08K | 0.28% | 25 |
|
|
2023
Q1 | $1.01M | Sell |
6,172
-88
| -1% | -$14.8K | 0.3% | 24 |
|
|
2022
Q4 | $1.12M | Sell |
6,260
-1,343
| -18% | -$234K | 0.36% | 22 |
|
|
2022
Q3 | $1.09M | Sell |
7,603
-485
| -6% | -$74K | 0.37% | 23 |
|
|
2022
Q2 | $1.17M | Sell |
8,088
-639
| -7% | -$106K | 0.39% | 22 |
|
|
2022
Q1 | $1.42M | Sell |
8,727
-2,621
| -23% | -$376K | 0.41% | 21 |
|
|
2021
Q4 | $1.33M | Buy |
11,348
+4,341
| +62% | +$493K | 0.38% | 23 |
|
|
2021
Q3 | $711K | Buy |
+7,007
| New | +$699K | 0.22% | 29 |
|
|
2021
Q1 | $922K | Sell |
8,795
-661
| -7% | -$64.5K | 0.33% | 24 |
|
|
2020
Q4 | $799K | Buy |
+9,456
| New | +$766K | 0.31% | 22 |
|
Other funds holding CVX
VCM
VPM
